This video walks through the Compensation tab on a benefit, where you can track expected commissions against what's actually come in and manage the compensation date range for your policies.

In this video:

• Opening a benefit's Compensation tab from its Actions menu
• How In-Force Dates and Compensation Dates relate, and applying the maximum end date
• Reading the monthly Expected Commission vs. Commission Received table
• Updating Compensation Dates in bulk from the Policies view

Commission Received only reflects commissions you've already brought into NextAgency. If you're seeing $0 and expecting to see payments, see NextCommission: Importing Commission Statements to bring your commission data in.

Learn how to renew a case's benefits for the next plan year, either several at once or one benefit at a time.

In this video:

• Selecting benefits on a case's Benefits tab and choosing Bulk Actions > Renew
• Choosing which tabs to copy to the renewed benefits
• Finding the renewed benefits with the Future and All status filters
• Renewing a single benefit from its Actions menu
• Renewing benefits for several cases at once from Policy View on the Cases/Policies page

For step-by-step instructions, including the Update Dates option, see Renewing Benefits.

A tour on how to manage (create, edit, delete) benefit fields within your agency portal.

You can upload detailed policy information to NextAgency and use that data to automatically populate fields in the benefit template. This not saves you significant time, but it assures that data is being entered consistently among clients.

When combined with the ability to create custom benefit fields, NextAgency delivers tremendous flexibility to capture and quickly upload the policy information you need.

A tour on how to manage (create, edit, delete) benefit/policy stages within your agency portal.